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Assigning people to tasks randomly and with a condition
Hello, I would like to randomly assign service representatives tasks, but only those who meet the criteria of already completing a task previously assigned to them. I would like to create a workflow or formula that would assign individuals on their availability and at random. Any suggestions?
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Placeholder in automated email of sheet name?
I would like to be able to include the sheet name in a time based update automation which is a part of a template set. While we could make it a part of the set up process to update this automation manually with each new project, ideally we could just insert a placeholder for {{Sheet Name}} and have it fill in. This would…
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Include clickable URL in a Dynamic VIew?
Hi everyone - one of our columns in our main sheet contains links to Google Docs. I've created a Dynamic View based on the sheet and want to include that field in the View. I can't figure out how to make it a dynamic link. When I include the field, it is not clickable, so the user must copy and paste it. Can it be…
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define user
Hello, I have a specific cell. When a value is entered into this cell, the person who entered the value should fill out a form from another sheet. I've tried to implement this through a workflow, however, in my sheet are many editor columns as there are different roles in a row, so it's not possible to define who should…
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Chinese Character Support for Document Builder
Hi, I am using a Generate Document workflow to fill out a fillable PDF. I have some cells with information both in English and Chinese. However, all the information in Chinese does not carry over to the fillable PDF. In April 2021, Smartsheet announced that "Generate Documents" in the document builder now supports…
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Conditional Format entire card in card view
I am ok with the task bar conditional formatting BUT would like to have ability to color the entire card and not just the left task bar.
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Request Access Notification
I provision all projects for our PMO and each project is housed in a Workspace to control access, so, I am the 'owner' for each project in our organization... This setup worked for a time, but now that we're scaling up, I'm receiving access requests for projects almost hourly. Unfortunately, the way we have our project…
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How to map form fields to columns manually
I am testing the form feature for the first time. I imported a basic excel table then edited the form as needed in the form editor. After filling out my test form and successfully submitting a few times I go to the sheet where answers should populate and there are blanks where there should be data. These blanks are not…
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Automation Trigger for 'no attachment found'
I have a form that is supposed to have an attachment when submitted. Users are filling it out without an attachment. I would like to trigger an email when a form is submitted without an attachment. Right now, the only option i can find for an attachment under trigger, is when there IS an attachment included. I also tried…
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Duplicate a form but connect to a different sheet
Our organization has multiple locations, and we need to share and collect similar information at each. I've created a form that I'd like to replicate with minor edits for each location, and I'd like to collect all of the form responses in different sheets so that Location A will only see responses from their form, while…